Tiger Consumer Management, LP — Q4 2014 13F Holdings

Name: Tiger Consumer Management, LP — 13F Holdings, Q4 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001385534

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	LBTYA	Liberty Global Ltd.	Stock-Other	5.25%	-5.25%	EXIT
2	KMX	Carmax INC	Stock-Consumer Disc	5.25%	-5.25%	EXIT
3	META	Meta Platforms Inc-class A	Stock-Comm Services	4.81%	-4.81%	EXIT
4	NFLX	Netflix INC	Stock-Comm Services	4.49%	-4.49%	EXIT
5	✓		Stock-Other	4.38%	-4.38%	EXIT
6	ULTA	Ulta Beauty INC	Stock-Consumer Disc	4.37%	-4.37%	EXIT
7	STWD	Starwood Property Trust, Inc.	Stock-Real Estate	4.36%	-4.36%	EXIT
8	TMUS	T-mobile US INC	Stock-Comm Services	4.36%	-4.36%	EXIT
9	TRIP	Tripadvisor INC	Stock-Other	4.36%	-4.36%	EXIT
10	TSLA	Tesla INC	Stock-Consumer Disc	4.35%	-4.35%	EXIT
11	FBIN	Fortune Brands Innovations I	Stock-Industrials	4.35%	-4.35%	EXIT
12	✓		Stock-Other	3.94%	-3.94%	EXIT
13	RL	Ralph Lauren CORP	Stock-Consumer Disc	3.88%	-3.88%	EXIT
14	ENR	Energizer Holdings, Inc.	Stock-Other	3.83%	-3.83%	EXIT
15	SFM	Sprouts Farmers Market INC	Stock-Consumer Staples	3.66%	-3.66%	EXIT
16	✓	Mens Wearhouse INC Com	Stock-Other	3.54%	-3.54%	EXIT
17	BKNG	Booking Hldgs INC	Stock-Consumer Disc	3.53%	-3.53%	EXIT
18	NCLH	Norwegian Cruise Line Holdings Ltd.	Stock-Consumer Disc	3.52%	-3.52%	EXIT
19	FOSL	Fossil Group INC	Stock-Other	3.50%	-3.50%	EXIT
20	HD	Home Depot INC	Stock-Consumer Disc	3.50%	-3.50%	EXIT
21	VIAB	Viacom Inc-class B	Stock-Other	3.50%	-3.50%	EXIT
22	AMCX	Amc Global Media INC	Stock-Other	3.50%	-3.50%	EXIT
23	EBAY	Ebay INC	Stock-Consumer Disc	3.49%	-3.49%	EXIT
24	KDP	Keurig Dr Pepper Inc.	Stock-Consumer Staples	3.41%	-3.41%	EXIT
25	GNCIQ	Gnc Holdings Inc-cl A	Stock-Other	2.88%	-2.88%	EXIT

Position changes disclosed by Tiger Consumer Management, LP for the quarter ending Q4 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	STWD	Starwood Property Trust, Inc.	+1.3%	+0.80%	Add
2	KMX	Carmax INC	+1.3%	-36.38%	Trim
3	GNCIQ	Gnc Holdings Inc-cl A	+1.2%	—	Unchanged
4	NCLH	Norwegian Cruise Line Holdings Ltd.	+1.2%	-19.22%	Trim
5	LBTYA	Liberty Global Ltd.	+1.1%	-25.93%	Trim
6	TMUS	T-mobile US INC	+0.8%	-10.62%	Trim
7	TSLA	Tesla INC	+0.7%	-8.99%	Trim
8	RL	Ralph Lauren CORP	+0.5%	-30.33%	Trim
9	ULTA	Ulta Beauty INC	+0.2%	-33.19%	Trim
10	SFM	Sprouts Farmers Market INC	+0.2%	-37.89%	Trim
11	FBIN	Fortune Brands Innovations I	+0.2%	-34.69%	Trim
12	AMCX	Amc Global Media INC	+0.2%	-33.82%	Trim
13	META	Meta Platforms Inc-class A	+0.1%	-28.18%	Trim
14	✓		+0.1%	-33.09%	Trim
15	HD	Home Depot INC	+0.1%	-38.85%	Trim
16	✓	Mens Wearhouse INC Com	-0.8%	-39.47%	Trim
17	EBAY	Ebay INC	-1%	-45.88%	Trim
18	BKNG	Booking Hldgs INC	-1.5%	-51.18%	Trim
19	TWXCHF	Time Warner INC	—	EXIT	Sold out
20	NWSA	News CORP - Class A	—	EXIT	Sold out
21	HLF	Herbalife Ltd.	—	EXIT	Sold out
22	AMZN	Amazon.com INC	—	EXIT	Sold out
23	✓	Linkedin CORP	—	EXIT	Sold out
24	URBN	Urban Outfitters INC	—	EXIT	Sold out
25	NFLX	Netflix INC	—	NEW	New buy
26	TRIP	Tripadvisor INC	—	NEW	New buy
27	✓		—	EXIT	Sold out
28	LTRPAUSD	Liberty Tripadvisor Hdg-a	—	EXIT	Sold out
29	✓		—	NEW	New buy
30	ENR	Energizer Holdings, Inc.	—	NEW	New buy
31	FOSL	Fossil Group INC	—	NEW	New buy
32	VIAB	Viacom Inc-class B	—	NEW	New buy
33	KDP	Keurig Dr Pepper Inc.	—	NEW	New buy
34	PRKS	United Parks & Resorts INC	—	EXIT	Sold out
35	GPRO	Gopro Inc-class A	—	EXIT	Sold out
36	MIKUSD	Michaels Cos Inc/the	—	EXIT	Sold out